Born and raised in Ottawa, Kevin has worked in the financial services industry for over twenty-five years.
Following graduation from Lakehead University (B.Admin.’84), Kevin began his professional career with a major Canadian chartered bank. Kevin also gained valuable experience in the Trust industry as well as in the Investment Dealer community.
In 1996 Kevin became an independent Financial Advisor. He has been affiliated with the same firm for the last seventeen years; now HollisWealth® Advisory Services Inc. – Member of the Scotiabank group™.
Kevin enjoys taking the time to help his clients understand the complexities of today’s investing environment and he explains investments in a manner in which all may understand.
Kevin welcomes new client relationships.
Kevin and his wife Emma have resided in South Glengarry for the last twelve years.
- B.Admin., F.I.C.B.
RRSPs, RRIFs, LIRAs, TFSAs, RESPs, Mutual Funds
Travel, history, reading, lifelong learning, Irish studies